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JPMorgan Ultra-Short Income ETF

929 hedge funds and large institutions have $17.4B invested in JPMorgan Ultra-Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 355 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 73

10% more capital invested

Capital invested by funds: $15.8B → $17.4B (+$1.54B)

8% more funds holding

Funds holding: 858929 (+71)

1.19% more ownership

Funds ownership: 72.21%73.4% (+1.2%)

1% more funds holding in top 10

Funds holding in top 10: 189190 (+1)

3% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 365

Holders
929
Holders Change
+71
Holders Change %
+8.28%
% of All Funds
14.93%
Holding in Top 10
190
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
3.05%
New
162
Increased
355
Reduced
365
Closed
73
Calls
$4.55M
Puts
Net Calls
+$4.55M
Net Calls Change
-$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
876
Accel Wealth Management
Iowa
$51.6K
National Bank of Canada
877
National Bank of Canada
Quebec, Canada
$51.3K
IAIM
878
Industrial Alliance Investment Management
Quebec, Canada
$50K +$49.9K +996 New
SWA
879
SOA Wealth Advisors
New York
$47.3K
RCM
880
Raleigh Capital Management
North Carolina
$45.2K -$176K -3,518 -80%
SFA
881
Semmax Financial Advisors
North Carolina
$45K
HDIM
882
Hanson & Doremus Investment Management
Vermont
$44K
MFA
883
McClarren Financial Advisors
Pennsylvania
$41K +$41.3K +824 New
SIS
884
Sound Income Strategies
Florida
$39.5K -$43.6K -870 -52%
TLA
885
Tanglewood Legacy Advisors
Texas
$38.9K +$38.8K +775 New
PCM
886
Perritt Capital Management
Illinois
$35.1K +$35.1K +700 New
BlackRock
887
BlackRock
New York
$34.5K +$34.4K +687 +68,700%
MIM
888
Macroview Investment Management
Maryland
$34.3K
CAS
889
Coppell Advisory Solutions
Texas
$32.1K +$32.1K +640 New
CASC
890
Coppell Advisory Solutions Corp
Texas
$32.1K +$32.1K +640 New
PFC
891
Phocas Financial Corp
California
$31.3K +$31.3K +625 New
TIM
892
Tortoise Investment Management
New York
$30.4K -$66.7K -1,330 -69%
USCWA
893
U.S. Capital Wealth Advisors
Texas
$30.1K +$30.1K +600 New
BTI
894
Blue Trust Inc
Georgia
$30K +$27.2K +542 +1,042%
WAM
895
Worth Asset Management
Texas
$29.6K
FA
896
Fiduciary Alliance
South Carolina
$29.2K +$29.2K +583 New
RWPA
897
Richard W. Paul & Associates
Michigan
$28.4K +$28.4K +567 New
CHC
898
City Holding Co
West Virginia
$28.3K -$82.7K -1,650 -75%
GTAM
899
Global Trust Asset Management
Florida
$26.7K
RG
900
Retirement Group
California
$26K

JPST Hedge Fund Activity: Q4 2022 in Review

929 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2022, worth a combined $17.4B — up 9.7% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new JPST positions and 73 closed out — a net gain of 89 holders — while 355 added to existing stakes and 365 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $428M. The largest seller was Clark Capital Management Group, cutting an estimated $204M.

  • 929 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2022, up from 858 in Q3 2022.
  • Funds reported $17.4B of JPMorgan Ultra-Short Income ETF stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 162 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2022 and 73 closed out, a net change of +89 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2022 was Morgan Stanley, an estimated $428M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2022 was Clark Capital Management Group, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2022.